Certificate Processor
About The Position
We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results. The Certificate Processors are responsible for accurately processing day-to-day certificates of Insurance, automobile liability cards, and servicing relationship with clients. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Requirements
- Accurately processing day-to-day certificates of Insurance, automobile liability cards, and servicing relationship with clients.
- Customer service skills
- Ability to read and interpret data
- Proficiency in in-house insurance account management computer system, spreadsheet software and word processing software
- Effective communication skills
- Ability to maintain client confidentiality
Nice To Haves
- Experience reviewing insurance contracts to determine type of certificate and required information
- Experience preparing new and renewal business certificate documents
- Experience reviewing worksheets, renewal certificates for accuracy, compliance or other insurance objectives.
Responsibilities
- Provides customer service for client managers and insured parties requesting certificate of insurance or auto identification cards
- Reading & interpreting data to compare against policy guidelines
- Operates in-house insurance account management computer system, spreadsheet software and word processing software to obtain insurance data and issue certificates
- May review insurance contracts to determine type of certificate and required information
- Initiates communication with Client Managers and others to obtain information
- Processes and prints insurance documents
- Prepares document for mail
- Communicating effectively with client decision makers and other team members
- Reviewing worksheets, renewal certificates for accuracy, compliance or other insurance objectives.
- Preparing new and renewal business certificate documents
- Maintaining client confidentiality
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
